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Name Holding Trade Value Shares
Change
Change in
Stake
Evercore Wealth Management
1101
Evercore Wealth Management
New York
$374K +$372K +2,191 New
PWMAG
1102
Pinnacle Wealth Management Advisory Group
New Jersey
$374K +$371K +2,186 New
Essex Financial Services
1103
Essex Financial Services
Connecticut
$372K +$370K +2,180 New
AIS
1104
AM Investment Strategies
Tennessee
$372K +$370K +2,180 New
Insight Advisors
1105
Insight Advisors
Pennsylvania
$371K +$369K +2,174 New
Smith, Moore & Co
1106
Smith, Moore & Co
Missouri
$371K +$369K +2,173 New
Busey Bank
1107
Busey Bank
Illinois
$368K +$366K +2,155 New
New Insight Wealth Advisors
1108
New Insight Wealth Advisors
California
$368K +$366K +2,152 New
CPA
1109
Capital Performance Advisors
California
$366K +$364K +2,141 New
Balance Wealth
1110
Balance Wealth
Ohio
$366K +$364K +2,140 New
Mission Financial Group
1111
Mission Financial Group
Nevada
$362K +$360K +2,119 New
Evergreen Wealth Solutions
1112
Evergreen Wealth Solutions
Pennsylvania
$362K +$435K +2,562 New
Beacon Financial Group
1113
Beacon Financial Group
Texas
$361K +$359K +2,111 New
BIP Wealth
1114
BIP Wealth
Georgia
$360K +$358K +2,106 New
Elk River Wealth Management
1115
Elk River Wealth Management
Colorado
$359K +$357K +2,102 New
Opinicus Capital
1116
Opinicus Capital
Florida
$359K +$357K +2,102 New
BigSur Wealth Management
1117
BigSur Wealth Management
Florida
$359K +$357K +2,100 New
Gateway Investment Advisers
1118
Gateway Investment Advisers
Ohio
$359K +$357K +2,100 New
Caitlin John
1119
Caitlin John
Michigan
$358K +$356K +2,098 New
Sun Group Wealth Partners
1120
Sun Group Wealth Partners
California
$358K +$356K +2,097 New
KFG Wealth Management
1121
KFG Wealth Management
Indiana
$357K +$355K +2,091 New
Thompson Davis & Co
1122
Thompson Davis & Co
Virginia
$356K +$354K +2,085 New
Ritholtz Wealth Management
1123
Ritholtz Wealth Management
New York
$356K +$354K +2,084 New
Miracle Mile Advisors
1124
Miracle Mile Advisors
California
$356K +$354K +2,084 New
GWN Securities
1125
GWN Securities
Florida
$355K +$353K +2,079 New